Guru Ownership Trend
Guru Analysis for Semrush Holdings, Inc. (SEMR)
Semrush Holdings, Inc. (SEMR), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.2 M.
Top institutional holders include Renaissance Technologies and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $25.69 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Cliff Asness reduced exposure by 70.4%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.00% | Reduce -59.6% | 182,700 | $1.29 M | Q3 2025 | |
| 0.00% | Reduce -70.4% | 177,501 | $1.26 M | Q3 2025 | |
| 0.00% | New Buy | 76,712 | $543,120 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Semrush Holdings, Inc. (SEMR)
Major holders include Renaissance Technologies ($1.29 M), Cliff Asness ($1.26 M), Steven Cohen ($543,120). According to the latest reported data, 3 tracked investment managers collectively hold approximately 436,913 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $25.69 M, with 1 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited SEMR. The total reported sell value was $26.23 M.
Yes, 1 managers opened new positions in SEMR, and 0 increased their existing holdings. The total reported buy value was $543,120.